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The Nexxchange Support-Team gladly offers you assistance, if you require any support. Whether you ask us to offer assistance, or you want to perform the operation on your own, there are a few things you need to consider and check:

Seller

1. Set the current Fiscal Year correctly. So invoices are generated with the correct year, e.g. 2023/0000001, if you want to create invoices for the next year.

2. Invoice Number Enumerations - Do you want to start from 0 or not for next year? E.G. if yes → Set Last Invoice Number to 0. Please be careful, if you revert back, to track note of the Last Invoice Number. Our system does not let you use the same invoice number twice.

Price Rules

1. If there are any customers with a specific agreement, define price rules beforehand - Once invoices are created, the charged price is set and can not be changed. The only option is to void wrong invoices, creating potential chaos for your accounting team - So this is to be avoided.

2. Double check if an existing price rule is correct for the next period to be billed.

Memberships

1. Check the prices you want to charge.

2. Is the Billing category assigned to new memberships you might have created during the Golf Saison? Are there special Billing categories you might want to use for specific memberships? If yes, these need to be defined under Club → Managed Golfclubs.

Periodic billing

1. Do all members have Periodic billing defined? Try our filter system:

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2. Are there customers/new customers who want to pay with SEPA?

3. If yes, is the bank information correct? Is a SEPA-Mandate defined?

4. Is someone else paying the bill of this customer?

There might be special things you need/want to consider. If you require our assistance, we gladly provide it. Let us know if there are any specific questions.